EQTIX
Price
$16.39
Change
+$0.12 (+0.74%)
Updated
Apr 2 closing price
Net Assets
867.53M
SCCUX
Price
$10.69
Change
+$0.05 (+0.47%)
Updated
Apr 2 closing price
Net Assets
185.25M
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EQTIX vs SCCUX

Header iconEQTIX vs SCCUX Comparison
Open Charts EQTIX vs SCCUXBanner chart's image
Shelton Equity Income Investor
Price$16.39
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets867.53M
Invesco Income Advantage U.S. Fund C
Price$10.69
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets185.25M
EQTIX vs SCCUX Comparison Chart
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EQTIX vs. SCCUX commentary
Apr 04, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EQTIX is a Hold and SCCUX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 868M vs. SCCUX (185M). EQTIX pays higher dividends than SCCUX: EQTIX (9.99) vs SCCUX (5.79). EQTIX was incepted earlier than SCCUX: EQTIX (29 years) vs SCCUX (19 years). SCCUX (1.90) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SCCUX (54.00). EQTIX (1000) and SCCUX (1000) have matching initial minimum investment requirements. SCCUX annual gain was more profitable for investors over the last year : 7.55 vs. EQTIX (5.77). SCCUX (63.27) and EQTIX (62.85) have equivalent 5 years return.
EQTIXSCCUXEQTIX / SCCUX
Total Expense Ratio0.671.8836%
Annual Report Gross Expense Ratio0.671.9035%
Fund Existence29 years19 years-
Gain YTD-3.013-1.163259%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets868M185M469%
Annual Yield % from dividends9.995.79173%
Returns for 1 year5.777.5576%
Returns for 3 years19.5619.8598%
Returns for 5 years62.8563.2799%
Returns for 10 years8.2430.1927%
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